Freeing Up Your Time to Focus on The Big Picture
Hi, I'm Karissa Newby, founder & owner of Wag & Wonder, a dog lifestyle brand based in Bismarck, ND. As a small business owner with a degree in Management Information Systems, Accounting & Computer Science, I am passionate about helping my fellow entrepreneurs free up time to focus on the big picture by taking away the daily stresses of managing their books & helping with website projects that can seem overwhelming. With 20 years of experience, you can rest assured that your business will be in good hands.
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My goal is to work hand in hand with small business owners, allowing them to work on their business, not in it. I would love to help you organize and easily understand your numbers or tackle that Shopify website project.
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I am fluent in the understanding & execution of PROFIT FIRST cash management. If you currently follow this practice, rest assured that I can help you easily continue on while also keeping your books ready for your accountant at tax time.
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As a Quickbooks Pro Online Certified Advisor, my preferred accounting software is Quickbooks Online.
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Shopify is my preferred eCommerce platform. Whether you need help getting your shop up and running or updating your current shop to a new theme, I can help.
SERVICES AVAILABLE
Customized for your needs, these packages include:
✴︎ Recording & categorizing transactions - Weekly
✴︎ Reconciliation of bank accounts - Unlimited accounts balanced monthly
✴︎ Financal Reports including Profit & Loss, Balance Sheet & Statement of Cash Flows - Monthly
✴︎ Coordination with tax preparer
✴︎ Receipt management
✴︎ Accounts Receivable & Payable including managing vendor payables, billing customers & managing cash flow
✴︎ Profit First account management & planning*
✴︎ Unlimited communication accountability sessions as needed
PRICES STARTING AS LOW AS $200/MONTH
(PLEASE NOTE: A diagnostic review may be required to determine bookkeeping scope of work at a fee of $200. For those new to Quickbooks, a one-time set up fee is required.)
*For those taking advantage of Profit First only.
If you are new to bookkeeping or wish to move to Quickbooks for your software, I can help. This service includes:
✴︎ Quickbooks software subscription level selection
✴︎ Chart of Accounts setup/transfer
✴︎ Client & vendor list uploads
✴︎ Uploading historical data
✴︎ A training session to introduce you to the new software
PLEASE INQUIRE AS PRICES VARY
(PLEASE NOTE: A diagnostic review may be required to determine bookkeeping scope of work at a fee of $200. Historical data data cleanup may be required before any uploads.)
If you are behind on your bookkeeping or feel like your books are a big tangled mess, you want to start here. This time-consuming service includes:
✴︎ A one-time service to bring your books up to date
✴︎ An intensive clean up of all accounts & transactions starting at an agreed upon date
✴︎ A session to communicate changes and new ways of recording data
PLEASE INQUIRE AS PRICES VARY
(PLEASE NOTE: A diagnostic review is required to determine scope of work at a fee of $200.)
If you are interested in taking advantage of the Profit First method of cash management but unsure of where to start, this one-time service is for you. Included in this option:
✴︎ Profit First business health assessment
✴︎ Account set up
✴︎ Allocation budgeting for the first year
✴︎ Training & communication to successfully execute the Profit First method as planned for your business
PLEASE INQUIRE AS PRICES VARY BASED ON ACCOUNTING SYSTEM
This service is for those of you that don't have the time or desire to create the Shopify store you need. This service has the option to include:
✴︎ Site planning & layout
✴︎ Theme selection & implementation
✴︎ Product layout & setup
✴︎ Product listings
✴︎ Basic SEO setup
✴︎ App installation & setup
✴︎ Third Party custom coding
✴︎ And more...
PLEASE INQUIRE AS PRICE VARY BASED ON PROJECT SCOPE
Have a project on your Shopify site you need help with? I can do that! Here are some examples:
✴︎ Theme changes or updates
✴︎ Data entry including new product listings
✴︎ Image changes
✴︎ App installation
✴︎ Basic SEO setup
✴︎ And more...
PLEASE INQUIRE AS PRICES VARY BASED ON PROJECT SCOPE
Contact Me
Let's chat and see if I would be a good fit for your needs. Once I receive a message from you, i will email you to schedule a time to visit and gather some preliminary information so I can be prepared.